TrueAdvisor
TrueAdvisor
BR
BR

Barry Rhonemus

Juncture Wealth Strategies, LLC
29 Years of Experience
Scottsdale, AZ
3 Disclosures
View SEC Summary
View SEC Summary

Barry Rhonemus is a registered investment advisor at Juncture Wealth Strategies, LLC, based in Scottsdale, AZ, with 29 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 462 clients with $470M in assets under management.

Juncture Wealth Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
462 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$473.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum advisory fee will not exceed 2.0% in aggregate. Fees are negotiated between the client and advisor. Discounts may be offered to family and friends. Subadvisor portfolio management fees range from 0.05% to 0.65% based on asset allocation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8777 E. Via De Ventura, Suite 120, Scottsdale, AZ, 85258

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2011
Settled
Customer Dispute
February 2009
Settled
Customer Dispute
April 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Barry is a managing member of Geronimo, LLC, Geronimo Golf Club, and Geronimo Swim Club, LLC, a public golf course and restaurant with swimming facilities. This is an established family business that takes nearly full-time hours, including a few hours per week during trading hours.

Employment History
Current Registrations
Juncture Wealth Strategies, LLC
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Heritage Wealth Management, LLC
July 2017 - December 2018 · 1 yr 5 mos
Juncture Wealth Strategies, LLC
June 2017 - November 2018 · 1 yr 5 mos
Juncture Wealth Strategies, LLC
December 2010 - August 2017 · 6 yrs 8 mos
Purshe Kaplan Sterling InvestmentsBroker
November 2010 - November 2017 · 7 yrs
Wells Fargo Brokerage Services, L.L.C.Broker
May 2001 - August 2002 · 1 yr 3 mos
Wells Fargo Investments, LLCBroker
December 2000 - November 2010 · 9 yrs 11 mos
Wells Fargo Brokerage Services, L.L.C.Broker
March 1999 - December 2000 · 1 yr 9 mos
Wells Fargo Securities INC.Broker
March 1998 - May 2001 · 3 yrs 2 mos
Piper Jaffray INC.Broker
October 1996 - March 1998 · 1 yr 5 mos
State Registrations2 states
AZOH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Scottsdale, AZ →All financial advisors in Arizona →
Barry Rhonemus - Financial Advisor | TrueAdvisor